JustDario
JEROME POWELL’S POINTLESS FIGHT FOR HIS LEGACY
BEYOND THE NIKKEI HIGHS: THE $ 1.9 TRILLION SOLVENCY CRISIS CRIPPLING JAPAN
THE FINAL ACT: HOW THE LBMA COULD UNRAVEL
COREWEAVE: THE WEWORK OF AI
THE RISK OF A SILVER CHAOS
AI IS BECOMING ORACLE’S LITTLE BIGHORN
CENTRAL BANKS ARE DRIVING WHILE LOOKING IN THE REARVIEW MIRROR
WHY SILVER CAN HIT $100 BY MARCH
NVIDIA’S 6M GPU “SHIPPED”: A BACK-OF-THE-ENVELOPE MIRACLE OR THE AI BUBBLE’S BIGGEST RED FLAG?
NVIDIA EARNINGS: MORE QUESTIONS THAN ANSWERS ON THE STATE OF THE AI BUBBLE
TRUMP’S DILEMMA: TO BAILOUT OR NOT TO BAILOUT THE AI BUBBLE
SOFTBANK’S KAMIKAZE BET ON OPENAI
DON’T WORRY, IT’S NOT TOO LATE TO RESCUE THE STOCK BUBBLE
CARVANA FRAUD: THE SMOKING GUN
THE DATA CENTERS FRENZY WILL BE REMEMBERED AS THE LARGEST WASTE OF CAPITAL IN HISTORY
PRIVATE CREDIT: PEOPLE CAN SMELL THE SMOKE, BUT CANNOT SPOT THE FIRE YET
WHY A JEFFERIES BAILOUT IS ONLY A MATTER OF TIME
CARVANA – A TICKING TIME BOMB?
WILL SANAE TAKAICHI LAST LONGER THAN A HEAD OF LETTUCE?
NO ONE WILL CARE ABOUT A US SHUTDOWN, UNLESS IT SPARKS A BANK RUN
THE LAST INNING OF NVIDIA’S GREAT REVENUE FABRICATION SCHEME JUST STARTED
WHY NVIDIA IS NOW PAYING TO SELL ITS OWN GPUs? BECAUSE REAL DEMAND IS FALLING OFF A CLIFF
OPENAI: LITTLE CASH, BUT PLENTY OF PROMISES, IN AN EFFORT TO AVOID BANKRUPTCY
THE GLOBAL DEBT CRISIS: WHY GOLD KEEPS SHINING WHILE DEBT AND CURRENCIES CRASH
BEHIND THE FOG: NVIDIA’S REVENUE RECOGNITION RED FLAGS AND DECLINING CAPACITY AGREEMENTS
COREWEAVE: A FRAUD HIDING IN PLAIN SIGHT
HOW COME THE HIGHER SOFTBANK’S SHARE PRICE GOES, THE BIGGER THE HOLE IN ITS BOOKS?
WHY, INSTEAD OF FIXING US PROBLEMS, FED RATE CUTS WILL WORSEN THEM
HOW BIG TECH SPENDING SPREE MORE AND MORE RESEMBLES 2000s TELECOMS EPIC FAIL